4 episodes

When your goals are meaningful and your wealth has purpose, you can truly live with intention…

Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life!

Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com

Intentional Wealth - A BBA Podcast Braun-Bostich & Associates

    • Business

When your goals are meaningful and your wealth has purpose, you can truly live with intention…

Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life!

Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com

    Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar

    Episode #04: Introduction to Young Life Capernaum with Katelyn Nassar

    In Episode #4 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Katelyn Nassar of Young Life Capernaum to discuss the organization’s mission to introduce adolescents with disabilities to Jesus Christ while helping them grow in their faith and strengthen community ties. Listen as Katelyn shares her story and passion for helping kids with disabilities and the ways in which Young Life supports their needs and personal growth. 

    • 15 min
    Episode #03: Tax Planning Strategies with Barb LoPresti

    Episode #03: Tax Planning Strategies with Barb LoPresti

    In Episode #3 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Barb LoPresti of LoPresti & Company, LLC to discuss impactful personal and business tax planning strategies. Barb’s vision into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance.
 You’ll learn what steps she is taking to prepare her clients for the changing tax laws, how to plug into charitable donations, and much more.

    • 32 min
    Episode #02: Medicare Planning with Cassy Phillips

    Episode #02: Medicare Planning with Cassy Phillips

    In Episode #2 of Intentional Wealth, host Amy Braun-Bostich of Braun-Bostich & Associates is joined by Cassy Phillips from Insurance Consultants of Pittsburgh to discuss the ramp up to Medicare and to provide the answers you need to help you when it's time to make enrollment and coverage decisions. Her expertise will help you to determine which plan fits best and at what cost. You’ll also learn about coverage options, costs, how to enroll, and much more.

    • 34 min
    Episode #01: Estate Planning with Philip Goldblum

    Episode #01: Estate Planning with Philip Goldblum

    In the first episode of the Intentional Wealth podcast, host and CEO of Braun-Bostich & Associates, Amy Braun-Bostich, is joined by Philip Goldblum, attorney and Managing Partner at Goldblum Sablowsky, LLC, to discuss estate planning and how to navigate tough decisions ahead of time in order to pass on business and family wealth to future generations in a caring way. Listen now to learn how to find right-fit estate plans, how to keep peace in the family, and more!

    • 38 min

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